Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.86B
2
+$2.98B
3
+$2.41B
4
MSFT icon
Microsoft
MSFT
+$1.79B
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.97%
2 Technology 8.71%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$4.16M ﹤0.01%
+171,433
2452
$4.14M ﹤0.01%
+185,357
2453
$4.14M ﹤0.01%
+53,076
2454
$4.14M ﹤0.01%
+659,913
2455
$4.14M ﹤0.01%
+343,285
2456
$4.13M ﹤0.01%
+328,905
2457
$4.13M ﹤0.01%
+212,733
2458
$4.13M ﹤0.01%
+149,905
2459
$4.12M ﹤0.01%
+134,020
2460
$4.12M ﹤0.01%
+335,251
2461
$4.12M ﹤0.01%
+153,943
2462
$4.12M ﹤0.01%
+186,503
2463
$4.12M ﹤0.01%
+186,162
2464
$4.11M ﹤0.01%
+229,227
2465
$4.1M ﹤0.01%
+202,179
2466
$4.1M ﹤0.01%
+236,034
2467
$4.1M ﹤0.01%
+489,114
2468
$4.1M ﹤0.01%
+100,079
2469
$4.1M ﹤0.01%
+96,523
2470
$4.09M ﹤0.01%
+76,690
2471
$4.09M ﹤0.01%
+109,766
2472
$4.09M ﹤0.01%
+260,788
2473
$4.08M ﹤0.01%
+85,644
2474
$4.08M ﹤0.01%
+167,187
2475
$4.07M ﹤0.01%
+226,056
97 98
99
100 101